BETA

LEE ANN AND STEVEN VAN AMBURGH FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LEE ANN AND STEVEN VAN AMBURGH FOUNDATION (EIN 81-0940796)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201923189349101122
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T09:27:15-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752393478PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITLEY PENN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18343 DOUGLAS AVENUE STE 400AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810940796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEE ANN AND STEVEN VAN AMBURGHBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEEABusinessNameControlTxt
Phone2146967827PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13945 MARQUETTE STREETAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN VAN AMBURGHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2146967827PhoneNum
Signature2019-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA LIVINGSTONPreparerPersonNm
PTINP02070121PTIN
Phone2143939300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.51.12.244IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm09:47:32IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id45D10C4CFEB348ADF00C83AACA73EB0068875D8FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$875,424FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$388InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$388InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$36,738DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,738DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,298NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$135,094GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,828TotalRevAndExpnssAmt
Total Net Invst Incm$37,126TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,888OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,888OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,063TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,063TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$115,075ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$115,075ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$120,138TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,063TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$115,075TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$84,310ExcessRevenueOverExpensesAmt
Net Investment Income$32,063NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$81,969CashBOYAmt
Cash EOY$54,553CashEOYAmt
Cash EOYFMV$54,553CashEOYFMVAmt
Corporate Stock BOY$778,453CorporateStockBOYAmt
Corporate Stock EOY$691,034CorporateStockEOYAmt
Corporate Stock EOYFMV$692,837CorporateStockEOYFMVAmt
Other Investments BOY$104,535OtherInvestmentsBOYAmt
Other Investments EOY$134,983OtherInvestmentsEOYAmt
Other Investments EOYFMV$127,545OtherInvestmentsEOYFMVAmt
Other Assets BOY$412OtherAssetsBOYAmt
Other Assets EOY$489OtherAssetsEOYAmt
Other Assets EOYFMV$489OtherAssetsEOYFMVAmt
Total Assets BOY$965,369TotalAssetsBOYAmt
Total Assets EOY$881,059TotalAssetsEOYAmt
Total Assets EOYFMV$875,424TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$965,369RetainedEarningBOYAmt
Retained Earning EOY$881,059RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$965,369TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$881,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$965,369TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$881,059TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$965,369TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$84,310ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$881,059SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$881,059TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
HSBC HLDG PLCP2017-12-202018-12-11$18,297$22,977-$4,680-$4,680
ASTRAZENECA PLC SPND ADRP2017-01-102018-04-24$3,933$3,221$712$712
INTEL CORPP2017-01-102018-04-24$8,883$6,299$2,584$2,584
METLIFE INCP2017-01-102018-01-31$21,511$21,270$241$241
MCDONALDS CORP COMP2017-01-102018-08-21$10,647$7,922$2,725$2,725
OCCIDENTAL PETE CORP CALP2017-01-102018-02-26$10,558$10,891-$333-$333
PACCAR INCP2017-01-102018-04-24$31,141$31,981-$840-$840
PHILIP MORRISP2017-01-102018-12-11$30,018$31,831-$1,813-$1,813
CAPITAL GAIN DISTRIBUTIONSP$106$106$106
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,298CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$58,205AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,010,540NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057598DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$82,084NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.057598TotalDistributionRt
Average Distribution0.028799AverageDistributionRt
Net Vl Noncharitable Assets$949,617NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,348AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$321NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,669AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$115,075QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$321InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$321SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$321TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$321TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVEN VAN AMBURGHIndividualWithBooksNm
Phone2146967827PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13945 MARQUETTE STAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN VAN AMBURGH
3945 MARQUETTEDALLASTX75225PRESIDENT1.00$0$0$0
LEE ANN VAN AMBURGH
3945 MARQUETTEDALLASTX75225VICE-PRESIDENT/SECRETARY1.00$0$0$0
SAM PACE VAN AMBURGH
3945 MARQUETTEDALLASTX75225DIRECTOR0.00$0$0$0
KATHERINE THOMPSON
3945 MARQUETTEDALLASTX75225DIRECTOR0.00$0$0$0
PETER JARRETT VAN AMBURGH
3945 MARQUETTEDALLASTX75225DIRECTOR0.00$0$0$0
JOHN WAGNER
8343 DOUGLAS AVE STE 400DALLASTX75225DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$905,275AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$58,803AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$964,078TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$964,078AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$949,617NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,481MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,481MinimumInvestmentReturnAmt
Tax Based On Investment Income$321TaxBasedOnInvestmentIncomeAmt
Total Tax$321TotalTaxAmt
Distributable Before Adj$47,160DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,160DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,160DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$115,075ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$115,075QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$321PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$114,754AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,160DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$4,064ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,064TotalExcessDistributionCyovAmt
Qualifying Distributions$115,075QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,160AppliedToCurrentYearAmt
Remaining Distri From Corpus$67,915RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$71,979TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$71,979ExcessDistriCyovToNextYrAmt
Excess From Year1$4,064ExcessFromYear1Amt
Excess From Current Year$67,915ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN VAN AMBURGHContributingManagerNm
Contributing ManagerLEE ANN VAN AMBURGHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN VAN AMBURGHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13945 MARQUETTE STAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2146967827RecipientPhoneNum
Form And Info And Materials1. THE REQUEST FOR THE GRANT SHOULD BE RECEIVED ON THE ORGANIZATION'S LETTERHEAD AND SIGNED BY A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS OR AN OFFICER OF THE ORGANIZATION. 2. THE LETTER SHOULD CONTAIN THE FOLLOWING INFORMATION: I. SPECIFIC INFORMATION RELATED TO THE DESIRED USE OF THE GRANT, II. A COPY OF THE ORGANIZATION'S CHARTER AND BY-LAWS, AND III. A COPY OF THE ORGANIZATION'S EXEMPTION LETTER FROM THE IRS, INCLUDING THE MOST RECENT FINANCIAL STATEMENT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAPPLICATIONS ACCEPTED FROM 501(C)(3) ORGANIZATIONS ONLY.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
24 HOUR CLUB
4636 ROSS AVENUEDALLASTX75204OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$10,000
BEHIND EVERY DOOR
2824 SWISS AVENUEDALLASTX75204OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000
CARE
151 ELLIS STREET NEATLANTAGA30303OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$600
CENTER FOR BRAINHEALTH
2200 WEST MOCKINGBIRD LANEDALLASTX75235OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
CLAYTON DABNEY LEGACY FUND
6500 GREENVILLE AVENUE SUITE 342DALLASTX75206OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$10,000
COMMUNITIES FOUNDATION OF TEXAS
5500 CARUTH HAVEN LANEDALLASTX75225OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$7,625
CRU
100 LAKE HART DRIVEORLANDOFL32832OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$4,500
FAMILY PLACE
PO BOX 7999DALLASTX75209OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$10,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
GENESIS WOMAN'S SHELTER
4411 LEMMON AVE 201DALLASTX75219OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000
INTERFAITH FAMILY SERVICES
1651 MATILDA STREETDALLASTX75206OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
MANE GAIT
3160 NORTH CUSTER ROADMCKINNEYTX75071OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$4,850
MEN OF NEHEMIAH
2010 AL LIPSCOMB WAYDALLASTX75215OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
PROMISE HOUSE
224 WEST PAGE AVENUEDALLASTX75208OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
SCHOLARSHOT
2904 SWISS AVENUEDALLASTX75204OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000
STEWPOT ALLIANCE
1835 YOUNG STREETDALLASTX75201OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
TEXAS PARKS AND WILDLIFE FOUNDATION
2914 SWISS AVENUEDALLASTX75204OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$3,000
THE DALLAS ARBORETUM AND BOTANICAL GARGEN
8525 GARLAND ROADDALLASTX75218OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
THE MAGDALEN HOUSE
1302 REDWOOD CIRCLEDALLASTX75218OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$12,500
TURNER 12
PO BOX 151363DALLASTX75315OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
UNION GOSPEL MISSION
1331 EAST LANCASTER AVENUEFORT WORTHTX76102OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000
YOUNG LIFE
11300 NORTH CENTRAL EXPRESSWAYDALLASTX75243OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000SUITE 600
YOUTH BELIEVING IN CHANGE
8574 STULTS ROADDALLASTX75243OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$12,000
ZIESKE FAMILY FOUNDATION INC CO ALOTIAN CLUB
101 ALOTIAN DRROLANDAR72135OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$115,075TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$388ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,738ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,298ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$35,828ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,828TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY ACCOUNT IN MERRILL LYNCHStockNm
EOY Book Value$691,034EOYBookValueAmt
EOYFMV$692,837EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUND ACCOUNT IN MERRILL LYNCHCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$134,983BookValueAmt
EOYFMV$127,545EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDISTRIBUTIONS RECEIVABLEDesc
BOY Book Value$412BOYBookValueAmt
EOY Book Value$489EOYBookValueAmt
EOYFMV$489EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE FEE$31$31$0
FOREIGN TAXES PAID$144$144$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINV ADVISORY FEESCategoryTxt
Amt$4,888Amt
Net Investment Income$4,888NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.